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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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86 results found

  1. custom report to PDF to show Client Account details and balance and withdrawals and RMD

    Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client

    11 votes
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  2. Pinned Post Report

    Create a report where it'll show all pinned notes in the database.

    10 votes
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  3. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Family Report

    When running a Family report you can only do it on one client. Please consider a way to run a family report on all clients at the same time so you do not have to go to each client one by one to run the report. We would like to have one report that lists all family members for each client. When running a membership report some children do not have the same last name as their parents so they are not listed with the parent they are some where else on the report according to their name. It would…

    13 votes
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  5. Filter Activity Reports by contact status

    Ability to filter Activity Reports by contact status.

    40 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Please consider adding the "Nick Name" in reports, especially Birthday Reminder and Seminar Reports

    8 votes
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  7. activity permissions report

    Can we add to the Report options: Activities NOT permissioned? This would be helpful.

    9 votes
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  8. Contact Options - Reports

    Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.

    18 votes
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  9. portfolio summary

    1. Add the ability to sort Portfolio reports by type of account (e.g., Insurance v. Investments)
    2. Add Death Benefit and Cash Value instead of "Balance"
    3. Insert a page break as needed so that an account information doesn't get split between two pages.
    4. Allow for logo to be included on reports
    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  10. Account UDF Report Filter Enhancements

    It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.

    22 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. UDF Report result count

    When running a UDF report (or any) I want to see a count of the number of results at the top. Otherwise I have to export to excel to count quickly,

    7 votes
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  12. adding mailing address to Personal Profile Form

    Add Mailing Address to Personal Profile Form
    We print this form to keep in clients physical file. Mailing address is more important to us then residence, but it does not print on this form. It would be great to have that added. It would also be very helpful to add memberships to this form. What would be even better is to make the form customizable!

    17 votes
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  13. Automatically Create and Email Reports to User in Recurring Schedule

    Save Filter in Activity Reports and possible automated report generation?
    When we want to apply a filter to the "Activities by contact" report, we would value the ability to save a particular set of parameters for our filters that we can run on a systematic basis (daily, weekly, etc).

    Even further wishful thinking would be to be able to schedule this report to be run and emailed on an automated basis.

    64 votes
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    8 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. Please add more robust tax report capabilities

    Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.

    22 votes
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  15. Account UDF Report needs suffixes and middle initial for contacts

    I noticed on the account UDF report (and results) that the suffix and middle initial isn't present. As we have clients that we tell apart using the middle initial and suffix we need those to be visible at all times.

    8 votes
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  16. management page

    As the manager/director of our firm, I would love a management page that would be a database for me to see big picture output like a dashboard overview, of my firm or producers pipelines, tracking of workflows for division, outstanding tasks, etc. a quick view for management purposes with the ability to drill down on a specific topic.

    6 votes
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  17. activities by contact report

    Please modify the Activities by Contact PDF report back to show Type and Category again. What is the use of having a filter to select several options if when you do the pdf report doesn't display both Type and Category.

    This report has gone backwards as now you have to select a particular Type & Category, run & print report and start all over again with the next Type & Category - not time efficient if you have several types & categories.

    Per the help desk, it has to do with the number of columns allowed on a pdf report.…

    12 votes
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  18. Missing UDF Report

    I need to run a report when a specific UDF is blank.
    I am starting to think redtail is only good for the little guy....we have a lot of clients...I need to quickly find clients that are missing data

    15 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  19. Print Full Activity Details, Including Linked Notes

    Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.

    24 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  20. udf use counter

    I would like to see in the UDF list how many contacts are using that UDF

    13 votes
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